+674.0%
MRNA vs SSNC
+80.6%
+593.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.8% |
| 7D | -1.1% | -4.0% | +3.0% | +0.4% |
| 30D | +126.1% | +0.5% | +125.6% | +126.7% |
| 3M | +190.0% | +18.9% | +171.1% | +175.2% |
| 6M | +157.2% | +10.8% | +146.4% | +149.0% |
| YTD | +388.2% | -7.1% | +395.3% | +397.1% |
| 1Y | +467.0% | -9.6% | +476.6% | +482.0% |
| 3Y | +36.1% | +51.1% | -15.0% | +21.2% |
| 5Y | -68.0% | +19.7% | -87.6% | -70.4% |
| All | +674.0% | +80.6% | +593.5% | +492.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling